Measuring the Whole Pie
This week's work is about coming to clarity with your Universal Pie Chart - taking overall risk and return, charting it, and measuring it. It's about knowing whether or not value has been added in to you portolio, in terms of diversification and correlation. It's about knowing whether or not you've actually built a great plan for your financial assets, compared to the market's risk-return offer.
If you consistently score the value added to your entire portfolio through the construction process, you can answer whether or not your goals are really being funded efficiently. Please enjoy this…
The skinny
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